Are you looking to protect your heirs and disinherit Revenue Canada? Then this book is for you, find out how to protect your family at a time when they are likely at their most vulnerable, and could be paying the biggest tax bill they will ever see. This book has been updated to reflect the Oct 2016 changes made by CRA.There are only two things in life that are certain, Death and Taxes. While each of these is bad enough on its own, when combined it’s a double whammy. The Success Tax that I am referring to is the tax that we pay if we are successful in our investing and have assets that are going to be taxable when sold or when deemed to have been sold.The Success Tax takes one of two forms. The first form is deferred taxation on registered products such as RSPs, GRSPs, LRSPs, RIFs, LIFs and other similar retirement tax-sheltered vehicles. The second form of the Success Tax is the tax on deferred Capital Gains. This tax effects such assets as stocks, mutual funds, art, antiques, collectibles, real estate, private businesses and sometimes even bonds. While there is no hiding from the Success Tax, there are several things that can be done to help legally reduce or even eliminate the amount that your estate or your heirs pay. The Success Tax Shuffle is not a way of avoiding taxes that are legally due, nor is it a donation tax scheme. The Success Tax Shuffle is the process of arranging your assets and affairs in order to take advantage of the current tax laws, tax credits, deductions and other estate planning tools with a view to reducing or even eliminating the Success Tax. This will allow more of your hard earned assets to go to those you love and not those you love to hate.It’s your money you have earned it, now is the time to take the steps that are required to protect it. You can estimate your Success Tax by visiting http://www.yoursuccesstax.ca/

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About the Author

William (Bill) Green has been in the financial and estate planning business for over 25 years. He is a Certified Financial Planner (CFP), Financial Management Advisor (FMA), and a Financial Divorce Specialist (FDS). He also holds his Chartered Investment Manager (CIM) designation and is one of only a handful of Canadians who is a member of the Nazrudin Project, an international advisory think-tank of financial planners, psychologists and other professionals dealing with the emotional and psychological aspects of money and money management. Since he started in the financial services industry, he has worked for both small and large independent firms and with a large Canadian bank brokerage and their retail banking division. He now works as an independent advisor and consultant. He currently provides insurance solutions, fee only, hourly financial and estate planning advice to his clients and other advisors from his home in Muskoka, Ontario. He enjoys many outdoor activities including canoeing, kayaking, fishing, hiking, cross-country and downhill skiing. He can be reached through his website at www.feeonlyplanner.ca

You will not believe what could happen if you don't plan ahead and with the right advice. If nothing more, read this book and ask questions of your financial advisors. Taxes are taxes but if you can reduce some and donate the rest to your favorite charity rather than the government and still take care of your heirs, why not.Shuffle 7 is my goal!

Every Canadian needs to do estate planning. I found this book to be a great guide for people to get informed and make the right choices for them. I will be recommending it to my clients who want a good read on this subject.

Most helpful customer reviews on Amazon.com

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5.0 out of 5 starsGreat read, easy to follow content

June 3, 2016 - Published on Amazon.com

Format: PaperbackVerified Purchase

This book is a must read by anyone who is interested in maximizing their share versus the taxman. As a financial planner, this book will be included as a part of every client's agenda. We have engaged Bill Green as a guest speaker in our upcoming Estate Planning seminar and will give every attendee a copy.

Great job, pleasant read...looking forward to working with our clients at a greater depth, thanks to this book.